JSF Financial LLC reduced its stake in the JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) by 47.3% in the first quarter, trimming to 13,550 shares worth about $752,000. The fund also cut its Cardinal Health stake by 30% in the same period, holding 6,612 shares valued at roughly $1.4 million. In contrast, JSF acquired a new position in Omega Healthcare Investors, purchasing 28,164 shares valued at approximately $1.23 million. Taken together, these moves show JSF selectively adjusting its portfolio across technology-focused equities and healthcare REITs during the quarter. The overall activity highlights a strategy of reducing certain tech exposures while expanding in select healthcare properties.